Many Pies

Many Pies

Tuesday, July 06, 2021

From Causeview to NPSP

It's been a while since I said anything about Salesforce on here. I'm now able to talk about something that's been going on for a while. For the past four years we've been using Causeview (recently acquired by Softerware, the company behind DonorPerfect) for donations processing and events. We've decided to switch to NPSP. It was available at the time we switched to Salesforce from Raiser's Edge, but is looking a better product these days.

It's not a like for like switch, as Causeview includes Gift Aid and Direct Debit handling, which NPSP doesn't, so we're using Findock for those parts.

So far, so executive summary. We're right in the messy middle of the project, with dataloading going on now ready for UAT soon. So there's lot's going on.